Meet with existing and prospective clients to plan their financial future.
Utilize company-provided technology and tools to improve your operation.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
Corebridge Financial provides retirement solutions and insurance products. They are one of the largest providers in the United States and partner with financial professionals and institutions.
Build a strong client base with the credit union’s referral system.
Find new clients via the credit union’s member base.
TruStage partners with LPL Financial to offer financial services to credit union clients, helping members in every stage of their financial life. The Investment Program at TruStage supports the local community.
Advise high-net-worth and institutional clients with tailored investment strategies.
Build and maintain long-term client relationships through proactive communication.
Develop and execute business development strategies to identify and convert new opportunities.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Develop long-term consultative relationships with Financial Services clients to ensure revenue retention and identify opportunities for upsells.
Be a trusted advisor and expert to clients, providing expertise on trends, challenges, and opportunities within the Financial Services landscape.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries, focusing on people agenda like DEI, work/life balance, and rewarding.
Delivering proactive, consultative client service and strategic account management.
Consulting with clients and financial professionals on investment vehicles and plan design.
Supporting clients in managing their fiduciary responsibilities.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The company has a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Identify high-potential prospective customers from inbound leads and outbound prospecting.
Develop and implement full sales cycle strategies for driving product adoption and expansion within existing customers.
Deliver polished presentations and product demonstrations that clearly articulate Vanilla's value to our target market.
Vanilla is an AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. We are a startup bringing together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups with a mix of fully remote and hybrid roles.
Engaging with customers via inbound calls and responding to their inquiries.
Processing customer requests, including options, equities, and mutual fund trades.
Enhancing relationships with high-net-worth clients with complex service needs.
Fidelity is passionate about making financial expertise broadly accessible and effective in helping people live the lives they want. They are a privately held company that values creating a work environment that attracts top talent and reflects their commitment to their associates.
Build and manage a pipeline of 3-4x quota focused entirely on net-new FSI accounts.
Conduct deep account research and territory mapping to target high-potential accounts.
Lead complex sales cycles from first contact through to contract execution.
Jobgether is a platform that uses AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They foster a culture of teaching and continuous improvement.
Consult with clients on business issues and marketing program design.
Vericast is the financial institution (FI) performance partner. They help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. That’s why thousands of financial institutions look to Vericast and their 150 years of financial services expertise to help them achieve more.